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HIE

Miller/Howard High Income Equity Fund
HIE

Delisted

HIE was delisted on the 20th of November, 2024.

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35 hedge funds and large institutions have $36.8M invested in Miller/Howard High Income Equity Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

21% more capital invested

Capital invested by funds: $30.5M → $36.8M (+$6.34M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 34 → 35 (+1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$667K
2
UCFA
United Capital Financial Advisors
Texas
+$641K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$243K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$242K
5
ACM
Arlington Capital Management
Illinois
+$241K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$710K
2
LPL Financial
LPL Financial
California
-$352K
3
Morgan Stanley
Morgan Stanley
New York
-$311K
4
GC
Guggenheim Capital
Illinois
-$206K
5
UBS Group
UBS Group
Switzerland
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
26
MGO One Seven
Ohio
$122K +$713 +63 +0.6%
BRWA
27
B. Riley Wealth Advisors
Florida
$116K +$115K +10,160 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$98K +$238 +21 +0.2%
CF
29
Centaurus Financial
California
$64.3K +$3.76K +332 +83%
Bank of America
30
Bank of America
North Carolina
$47K -$475 -42 -1%
IA
31
IFP Advisors
Florida
$38K +$22.6K +2,000 +149%
IFAM
32
Institutional & Family Asset Management
Colorado
$34K – – –
Citigroup
33
Citigroup
New York
$11K -$5.66K -500 -33%
CTC
34
Central Trust Company
Missouri
$9K – – –
FHB
35
First Hawaiian Bank
Hawaii
$4K – – –
WAM
36
Wolverine Asset Management
Illinois
– -$710K -74,548 Closed
LPL Financial
37
LPL Financial
California
– -$352K -36,924 Closed
WAM
38
Weiss Asset Management
Massachusetts
– -$174K -18,300 Closed
TWMP
39
Taylor Wealth Management Partners
Massachusetts
– -$4K -400 Closed
NCM
40
Nelson Capital Management
California
– -$3K -308 Closed
1
2

HIE Hedge Fund Activity: Q1 2019 in Review

35 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Miller/Howard High Income Equity Fund (HIE) for Q1 2019, worth a combined $36.8M — up 21% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HIE positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $667K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $710K sold.

  • 35 institutional investors held Miller/Howard High Income Equity Fund (HIE) as of Q1 2019, up from 34 in Q4 2018.
  • Funds reported $36.8M of Miller/Howard High Income Equity Fund stock for Q1 2019, up 21% quarter-over-quarter.
  • 7 funds opened new Miller/Howard High Income Equity Fund positions in Q1 2019 and 6 closed out, a net change of +1 holder.
  • The largest Miller/Howard High Income Equity Fund buyer in Q1 2019 was Invesco, an estimated $667K added.
  • The largest Miller/Howard High Income Equity Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $710K sold.

Based on aggregated 13F filings for Q1 2019.